Client Service Manager - Transportation Insurance

Hylant; Toledo (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Hylant in Toledo, OH seeks a Client Service Manager to drive excellent service for a $750k–$1M book of business. You will lead client service, oversee renewals, onboard new clients with accuracy, and maintain strong relationships with clients and partners. A P&C license and 3+ years of client service experience are preferred.

The role emphasizes cross-functional teamwork, risk assessment, and continual insurance knowledge growth to support growth opportunities within the book of business.

Qualifications

• Bachelor’s degree in business, insurance, risk management, or similar field.
• Three or more years of insurance client service experience.
• Active Property & Casualty License.
• CIC or CRM designation encouraged.
• Excellent attention to detail and communication skills.
• Ability to work well in a team environment.

Responsibilities

• Serve as lead service contact for assigned book of business.
• Manage client renewal process with timely execution and quality standards.
• Collaborate with sales for onboarding of new clients.
• Maintain 96%+ client retention and pursue growth opportunities.
• Support engagement strategy and back up at all support levels.
• Grow insurance knowledge and pursue professional designations.

Skills

Client service

Account management

Relationship building

Team collaboration

Communication

Education

Bachelor's degree in business, insurance, risk management, or similar field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

CRM system

Job description

The Opportunity:Responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. The Client Service Manager will manage a book that is between $750,000-$1,000,000 in revenue.In This Role You Will Execute On:Serve as the lead service contact to clients for assigned book of business. This includes oversight of all client service needs and ensuring support team engagement including responsiveness, deadlines and escalation needs.Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate.Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business.Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing risk assessment.Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a "best practice" level.Serve as a back-up at all support levels as needed.Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.Perform other duties and special projects as assigned.In This Role You Will Need:Bachelor’s degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.Prior experience managing transportation accounts is highly preferred.Three (3) or more years of insurance client service experience.Active Property & Casualty LicenseIntermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)CIC or CRM Designation encouragedExcellent attention to detail, oral and written communication skillsAbility to work well in a team environment.Why Hylant?Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.